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文龙哥哥
2023-05-08
$小米集团-W(01810)$
没有新品,为什么你们敢进
文龙哥哥
2023-05-08
$C3.ai, Inc.(AI)$
本月特斯拉底16.79
文龙哥哥
2023-05-08
$小米集团-W(01810)$
本月小米底10.64。
文龙哥哥
2023-05-03
$小米集团-W(01810)$
发布会结束
文龙哥哥
2023-04-29
看涨。?
抱歉,原内容已删除
文龙哥哥
2023-04-29
$阿里巴巴(BABA)$
抄底看多。
文龙哥哥
2023-04-29
$阿里巴巴(BABA)$
抄底抄底。看多。
文龙哥哥
2023-04-28
$阿里巴巴(BABA)$
现在84.37,看涨到92。
文龙哥哥
2023-04-28
$阿里巴巴(BABA)$
抄底。
文龙哥哥
2023-04-24
$C3.ai, Inc.(AI)$
想跑
文龙哥哥
2023-04-20
发布会后应立即卖出。对不起大家我没提前说
文龙哥哥
2023-04-18
$小米集团-W(01810)$
今天为啥没涨。
文龙哥哥
2023-04-17
$小米集团-W(01810)$
买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。
文龙哥哥
2023-04-13
$小米集团-W(01810)$
不买合适买。 13.5卖。
文龙哥哥
2023-04-07
$小米集团-W(01810)$
13U发布了,每年只有一次必涨的机会。
文龙哥哥
2023-03-29
可以看到130美元不。
$阿里巴巴(BABA)$
抱歉,原内容已删除
去老虎APP查看更多动态
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发布会结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658784331","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658528672,"gmtCreate":1682764285196,"gmtModify":1682764286740,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看涨。?","listText":"看涨。?","text":"看涨。?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658528672","repostId":"1144648949","repostType":2,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658532873,"gmtCreate":1682705563393,"gmtModify":1682705564397,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>抄底看多。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>抄底看多。","text":"$阿里巴巴(BABA)$ 抄底看多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658532873","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658532118,"gmtCreate":1682705518134,"gmtModify":1682705519217,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>抄底抄底。看多。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>抄底抄底。看多。","text":"$阿里巴巴(BABA)$ 抄底抄底。看多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658532118","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658500691,"gmtCreate":1682689207913,"gmtModify":1682689209076,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>现在84.37,看涨到92。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>现在84.37,看涨到92。","text":"$阿里巴巴(BABA)$ 现在84.37,看涨到92。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658500691","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658500161,"gmtCreate":1682689093753,"gmtModify":1682689095034,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 抄底。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 抄底。","text":"$阿里巴巴(BABA)$ 抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658500161","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658917906,"gmtCreate":1682333511506,"gmtModify":1682333512618,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$ </a>想跑","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$ </a>想跑","text":"$C3.ai, Inc.(AI)$ 想跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/658917906","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651435552,"gmtCreate":1682001247277,"gmtModify":1682001250741,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发布会后应立即卖出。对不起大家我没提前说","listText":"发布会后应立即卖出。对不起大家我没提前说","text":"发布会后应立即卖出。对不起大家我没提前说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651435552","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651603708,"gmtCreate":1681798365304,"gmtModify":1681798366480,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>今天为啥没涨。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>今天为啥没涨。","text":"$小米集团-W(01810)$ 今天为啥没涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/651603708","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651121022,"gmtCreate":1681704885466,"gmtModify":1681706281271,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","text":"$小米集团-W(01810)$ 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","images":[{"img":"https://static.tigerbbs.com/35e4959ed4bb9277bfef2b897f648119","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651121022","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":651047715,"gmtCreate":1681375991837,"gmtModify":1681376083889,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>不买合适买。 13.5卖。","listText":"<a 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想跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/658917906","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651603708,"gmtCreate":1681798365304,"gmtModify":1681798366480,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>今天为啥没涨。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>今天为啥没涨。","text":"$小米集团-W(01810)$ 今天为啥没涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/651603708","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658528672,"gmtCreate":1682764285196,"gmtModify":1682764286740,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看涨。?","listText":"看涨。?","text":"看涨。?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658528672","repostId":"1144648949","repostType":2,"repost":{"id":"1144648949","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1682724896,"share":"https://www.laohu8.com/m/news/1144648949?lang=&edition=full","pubTime":"2023-04-29 07:34","market":"us","language":"zh","title":"OpenAI获得红杉资本等风投投资,估值至少270亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1144648949","media":"老虎资讯综合","summary":"OpenAI完成103亿美元融资,估值达到270亿-290亿美元。文件显示,参与本轮融资的风投公司包括老虎全球管理、红杉资本、加州Andreessen Horowitz、纽约Thrive和K2 Glo","content":"<html><head></head><body><p>OpenAI完成103亿美元融资,估值达到270亿-290亿美元。文件显示,参与本轮融资的风投公司包括老虎全球管理、红杉资本、加州Andreessen Horowitz、纽约Thrive和K2 Global。</p><p>据了解,Founders Fund也参与其中;风投的总体投资金额略超3亿美元,本轮投资与早先微软入股属于同一轮。今年稍早,微软对OpenAI的投资规模据称大约100亿美元。(TechCrunch)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI获得红杉资本等风投投资,估值至少270亿美元</title>\n<style 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07:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OpenAI完成103亿美元融资,估值达到270亿-290亿美元。文件显示,参与本轮融资的风投公司包括老虎全球管理、红杉资本、加州Andreessen Horowitz、纽约Thrive和K2 Global。</p><p>据了解,Founders Fund也参与其中;风投的总体投资金额略超3亿美元,本轮投资与早先微软入股属于同一轮。今年稍早,微软对OpenAI的投资规模据称大约100亿美元。(TechCrunch)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74c67e21bc1a1f8bfdc2ebfb0f9446d4","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144648949","content_text":"OpenAI完成103亿美元融资,估值达到270亿-290亿美元。文件显示,参与本轮融资的风投公司包括老虎全球管理、红杉资本、加州Andreessen Horowitz、纽约Thrive和K2 Global。据了解,Founders 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抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658500161","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651435552,"gmtCreate":1682001247277,"gmtModify":1682001250741,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发布会后应立即卖出。对不起大家我没提前说","listText":"发布会后应立即卖出。对不起大家我没提前说","text":"发布会后应立即卖出。对不起大家我没提前说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651435552","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651121022,"gmtCreate":1681704885466,"gmtModify":1681706281271,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","text":"$小米集团-W(01810)$ 买这贵,害怕不挣钱?这个系列定位高端,销量不低。看到15块。","images":[{"img":"https://static.tigerbbs.com/35e4959ed4bb9277bfef2b897f648119","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651121022","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":651047715,"gmtCreate":1681375991837,"gmtModify":1681376083889,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>不买合适买。 13.5卖。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>不买合适买。 13.5卖。","text":"$小米集团-W(01810)$ 不买合适买。 13.5卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651047715","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653678461,"gmtCreate":1680857453953,"gmtModify":1680857695761,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>13U发布了,每年只有一次必涨的机会。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>13U发布了,每年只有一次必涨的机会。","text":"$小米集团-W(01810)$ 13U发布了,每年只有一次必涨的机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653678461","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659673552,"gmtCreate":1680056716976,"gmtModify":1680057372588,"author":{"id":"3558307522542159","authorId":"3558307522542159","name":"文龙哥哥","avatar":"https://static.tigerbbs.com/26462dd49df6f38e3f9d75bfccd8bba1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"可以看到130美元不。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","listText":"可以看到130美元不。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","text":"可以看到130美元不。$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659673552","repostId":"1199473346","repostType":2,"repost":{"id":"1199473346","pubTimestamp":1680009959,"share":"https://www.laohu8.com/m/news/1199473346?lang=&edition=full","pubTime":"2023-03-28 21:25","market":"us","language":"zh","title":"马云高调回国,阿里极速转舵","url":"https://stock-news.laohu8.com/highlight/detail?id=1199473346","media":"价值研究所","summary":"洞中方七日,世上已千年。3月26日,有博主发文称在杭州偶遇马云,与其同行的还有阿里现任掌门人张勇和资深副总裁邵晓峰。次日,云谷教育官方证实,马云在3月27日到访云谷学校,大谈技术变革对教育业带来的挑战","content":"<html><head></head><body><blockquote>洞中方七日,世上已千年。</blockquote><p>3月26日,有博主发文称在杭州偶遇马云,与其同行的还有阿里现任掌门人张勇和资深副总裁邵晓峰。次日,云谷教育官方证实,马云在3月27日到访云谷学校,大谈技术变革对教育业带来的挑战与机遇。这些消息意味着,“神隐”三年多的马云真的回来了。</p><p>与此同时,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>也迎来了新一轮巨变:市场消息指出,阿里将重组为六个主要业务部门,张勇继续掌管阿里云。此外,阿里有意让各大部门在准备就绪时进行融资和IPO。</p><p>在外界看来,马云归国有些突然,却也不乏预兆:阿里股价一度跌回七年前,各项业务均遭遇严峻挑战,需要这位创始人回来鼓舞士气;不久前,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>整改结束,阿里内部调动频发,也颇有山雨欲来风满楼的征兆。</p><p>当然,马云回归管理一线的可能性并不大,凭其一己之力也很难解决阿里所有问题。但马云回归和阿里组织架构嬗变时间节点重合,表明阿里意识到了求变的必要性。</p><p>大象转身并不容易。“后马云时代”的阿里,需要重整旗鼓再出发。</p><p><b>阿里之变:重组六大部门,核心业务寻找确定性</b></p><p><b>马云隐退这些年,阿里有一些改变是可以量化的:比如财报上的业绩,股市里的价值。</b></p><p>对比的范围不用放太广:2021年9月30日马云彻底退出董事局那一天,阿里股价收涨逾6%,收盘市值为7954亿美元;而在马云回归这天,阿里美股收盘市值仅约为2200亿美元。去年10月的中概股低潮期,其股价一度跌回2014年上市时的水平,市值只剩1800亿美元。</p><p>同一时期,阿里业绩也进入慢增长时代。2022财年第三财季至今,阿里营收同比增速已连续五个季度徘徊在个位数,2023财年一季度甚至出现0.1%的负增长。从分项业务来看,淘宝、天猫为核心的电商业务降速明显,甚至被视为全厂希望的阿里云,最新营收增速也降至3%。</p><p><img src=\"https://static.tigerbbs.com/1851a8f2fd400bfd3cd1ce6998651018\" tg-width=\"1400\" tg-height=\"946\" referrerpolicy=\"no-referrer\"/></p><p>在旁人看来,即便马云远离阿里日常管理多年,他的行事作风也早已融入阿里的经营理念中,推动这艘巨轮继续向前。马云的抽身离去和阿里的业绩下滑同时发生,则让阿里奉行多年的管理文化和发展战略遭受严峻考验。</p><p>然而,在旁人不易察觉的地方,在阿里组织内部,一些变化已悄然发生。价值研究所(ID:jiazhiyanjiusuo)认为,“后马云时代”阿里从一心求增长转变为寻找更多确定性——<b>通过频繁的调整梳理出最核心的业务,进一步明确各条业务线的定位和目标。</b></p><p>2021年底,张勇对阿里管理层进行了一轮深度调整:在CEO和事业群总裁中间分设四大分管大总裁,直接向张勇本人汇报。张勇则从日常事务中抽身,把更多精力花在集团长期战略思考、创新业务探索中。</p><p>这四位大总裁包括中国数字商业部门的戴珊,海外数字商业部门的蒋凡,本地生活服务部门的俞永福和阿里云的张建锋,成为张勇之下阿里最具权势的业务掌舵人。直到不久前阿里云高层剧变,张勇亲自接管,张建锋退居二线。</p><p>2022财年四季度,阿里还在财报中重新梳理各条业务线。原本的“商业经营”收入拆分到中国商业、国际商业、本地生活和菜鸟四个板块,和云计算、数字媒体及娱乐、创新业务和其他一起重构阿里的营收结构。<b>过去一年,阿里的一系列调整也都离不开中国商业、海外数字商业、本地生活和云计算这四条主线。</b></p><p>这四项主要业务,也有不同的任务:电商是阿里的基本盘,以稳为主,目标是保住当前优势;海外业务处于投入期,暂时无法贡献太多营收和利润,以争夺市场份额为使命;阿里云是集团当前最强劲的增长点,将肩负更重的创收任务;本地生活则是最庞杂、管理难度最大的业务,当前应以精简、合并业务线为主。</p><p><b>如今时隔一年再次重整组织架构,也间接表明阿里对部分团队的表现并不满意,继续在内部做手术。</b></p><p>张勇在内部信中指出,阿里全新六大业务集团包括阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱,另外还有多家业务公司,组成1(阿里巴巴集团)+6(六大核心业务集团)+N的组织架构。</p><p><b>这套新组织架构中,预计中国商业、国际数字商业、本地生活和阿里云这四项业务仍将占据重要地位。</b>独立融资和IPO,则意味着阿里需要贯彻降本增效的原则、控制投入,通过引入外部资金发展优质项目。</p><p>新一轮调整过后,阿里有望厘清内部管理、权责划分上的各种难题,驱动巨轮重新出港。<b>用张勇的话来说,这将重新定义和构造阿里各业务的治理关系,堪称“成立24年来最重要的一次组织变革”。</b></p><p>但迎面而来的风浪,还是让阿里不敢掉以轻心。</p><p><b>市场之变:<a href=\"https://laohu8.com/S/PDD\">拼多多</a>抖音崛起,美团已成无法逾越的大山</b></p><p>除了自身发展瓶颈,阿里业务上很大一部分压力还来自竞争对手。</p><p>上文提及的四大核心业务中,只有云计算保持巨大领先优势,但自身增速也在放缓;阿里淘系电商仍是行业老大,不过拼多多、抖音正快速崛起,彼此的差距逐渐缩小;本地生活服务方面,美团已对饿了么形成碾压之势,并在即时零售赛道和<a href=\"https://laohu8.com/S/JD\">京东</a>杀得兴起,阿里则被日渐边缘化。</p><p><b>首先看张勇亲自挂帅的阿里云。</b>Gartner的报告指出,阿里云市场份额长期排名中国和亚太地区第一、全球前五,优势还很明显。对阿里云来说,增速下滑和经济大环境下行、企业支出减少直接相关。<b>放眼未来,其国内市场的挑战则主要来自老对手<a href=\"https://laohu8.com/S/00700\">腾讯</a>,还有借AI和文心一言试图弯道超车的<a href=\"https://laohu8.com/S/BIDU\">百度</a>。</b></p><p>马化腾在去年年底那段震惊全行的内部批判中为腾讯云指明日后路线:不做集成产品,要做自研、优质产品。而在更早之前,腾讯云已经将重心从IaaS基础云向毛利更高的PaaS和SaaS迁移,主要面向政务、制造业、文旅业、地产业的大客户开发产品和服务。</p><p>百度这边,ChatGPT兴起给智能云提供新机遇,给其带来了难得的上位机会。数据显示,在发布短短四天内,文心一言的API调用服务测试申请企业已经超过10万家,共有21家企业和百度签署合作协议。3月27日,百度智能云还召开了面向首批邀约测试企业的闭门沟通会。</p><p>据悉,百度智能云推出的文心千帆大模型平台向企业提供数据管理、自动化模型定制微调和推理服务云端部署等服务,且定价相当良心。ChatGPT和AI技术对云计算的颠覆有目共睹,阿里也在加码大模型技术,希望在最短的时间内搭上ChatGPT这个风口。</p><p>总而言之,未来一段时间阿里云和腾讯云、百度智能云的近身肉搏将愈发明显。云计算存量之争,渐趋白热化。</p><p><b>其次看电商方面。</b>早在2022年三季度,拼多多有望超过京东跻身中国电商行业第二把交椅的猜测就不绝于耳。<b>从最终的成绩看,“猫狗多”三强坐席确实已发生变化,拼多多正取代京东成为阿里最大竞争对手。</b></p><p>根据财报中的中国商业客户管理收入推算,2022年(以自然年计算)阿里中国零售业务GMV大概在8万亿左右。拼多多、京东虽然也没有公布GMV,但从营收和佣金等收入中不难推断,前者2022年GMV大概达到4.7万亿,已超过阿里的一半。</p><p>另一个需要警惕的对手,是抖音。抖音从未对外公开电商GMV、DAU等数据,但增长速度有目共睹。尤其是在去年下半年发力货架电商后,泛商城GMV占比已稳定在30%左右,相当于杀入了“猫狗多”的心脏地带。阿里现在亟需做好防御,维持商家、供应链方面的优势。</p><p><b>第三看本地生活,也是阿里当下竞争最激烈的一项业务。</b></p><p>在即时配送、同城零售和到店等业务上,美团、京东优势明显。财报显示,美团去年核心本地生商业收入1607.59亿元,同比大涨17.6%,经营利润则同比激增56.8%至295.02亿元。过去一年,美团、京东先后发力同城零售,饿了么的市场份额日渐萎缩,到店业务还在近日正式并入高德。</p><p>对于阿里本地生活来说,现在虽然确立了高德这个核心,围绕出行场景进行一系列新实验,但能否见效尚需时间检验。在美团、京东投入加大的情况下,阿里本地生活的守势预计将持续一段时间。</p><p><b>总的来说,阿里电商、云计算和本地生活三大业务都面临激烈的外部竞争。</b>尤其是并未做到行业霸主位置的本地生活,压力日渐增长,俞永福需要付出比张勇、戴珊更多的精力扭转颓势。</p><p>当然,一切皆有例外:<b>蒋凡掌舵的海外数字商业业务就尚未感受到竞争对手的严峻挑战。</b>相反,这些年中国企业出海热潮涌动,政策环境也变得更加友好,阿里海外业务算是尝到了红利。</p><p>但问题在于,海外业务还不够赚钱。财报显示,截止去年四季度阿里国际商业板块的营收占比约为8%,但经营亏损高达16.6亿元。对阿里来说,海外数字商业是一个值得期待的新增长点,只是现在还无法独自挑起重担。</p><p>或许正因阿里处于内外交困之际,不少网友、媒体对马云的回归报以极高期望:马老师会不会重返管理一线整顿职场,带领阿里再次杀出一条血路?</p><p><b>马云回来了,然后呢?</b></p><p>马云怎么想不知道,资本市场反正是很激动。3月27日午后,阿里概念股应声大涨,多只个股飘红。其中,<a href=\"https://laohu8.com/S/300688\">创业黑马</a>、<a href=\"https://laohu8.com/S/688365\">光云科技</a>涨幅居前,日内涨幅最高达15%和13%。</p><p>气氛已经烘托到这种地步了,马云不干点什么,似乎都对不起热情的投资者?和张勇会面,是不是意味着马云真的要重新接管阿里日常事务了?<b>在价值研究所看来,这些想法有些想当然了。马云回国、会见张勇不假,但并不意味着他要重返一线。</b></p><p><b>一方面,阿里刚完成组织架构调整,内部变化巨大,不少业务线和员工都需要时间重新适应。</b>频繁变化并非好事,既然已经找准方向,阿里现在也不需要重新规划路线,张勇、戴珊、蒋凡等职业经纪人足以胜任当前工作。</p><p><b>另一方面,马云虽远离管理岗位许久,对阿里的控制并未削弱。</b>根据阿里现行的合伙人制度,董事会的董事大多数由合伙人会提名,马云和蔡崇信是仅有的两位永久合伙人。在此背景下,是否重返董事局并没有那么重要,除非阿里已经到了非马云会朝救驾不可的地步。</p><p>从回国后的动态也能看出,马云并未参与和阿里直接相关的活动或事务。3月27日这天马云行程满满,对教育事业一如既往的上心——走访云谷学校,就是其最重要的活动。按照云谷教育官微的介绍,马云当天不仅把校园逛了个遍,还在教室外观察一年级学生的上课情况、和校园长及学校其他管理人员深入交流。</p><p>双方的议题,则围绕近期大热的ChatGPT进行。不出所料,马云归来马上就爆出新的金句:</p><blockquote>“人的体力、脑力比不过机器,但机器只有‘芯’,人有‘心’。”</blockquote><p>在马云眼里,ChatGPT只是AI时代的开始,但“我们要用人工智能去解决问题,而不是被人工智能控制”。在相关消息登上微博热搜后,不少网友打趣:马老师果然还没有放弃教育梦,一回来就忙着给年轻人输出新观点。</p><p>事实上,马云仍走在时代的前沿,保持对新鲜事物和技术的敏感。<b>对马云来说,比起重掌阿里帅印,探索前沿技术和新项目或许更符合其价值取向</b>。</p><p>最近一段时间,从美团联合创始人王慧文到前<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>CEO王小川,再到字节、京东甚至阿里的技术大咖,纷纷投身大模型创业赛道,立志建设属于中国的openAI。向来热衷寻求新考验的马云不一定会加入这个行列,但肯定不会停止对ChatGPT等新事物的探索。</p><p>而对于阿里来说,属于马云的时代终究是过去了。之后的路再难走,也只能靠自己走下去。</p><p><b>写在最后</b></p><p>从去年年底开始,曾经和马云一同隐退的老对手们也纷纷归位:刘强东亲自下场掀起新一轮电商价格战,马化腾借内部训话重新抡起高压棒。</p><p>刘强东和马化腾发功后,京东、腾讯的改变也是有目共睹。上周刚发布的财报显示,腾讯四季度归母净利润达到297亿元,同比增长19.4%,是近五个季度最高增幅,1450亿元的总营收也超过市场预期。</p><p>马云归国,对于逆境中的阿里来说也如同一剂强心针。即便早已从日常事务中抽身,马云作为阿里乃至整个中国互联网业的图腾,依然能起到鼓舞人心的作用——放眼整个行业,创一代们的影响力远非职业经纪人们可以媲美。但在具体事务上,我们不应该对马云寄予太多额外期望。</p><p>回归、组织架构调整都只是前奏。属于马云和阿里的故事,相信很快便会翻开新的篇章。</p></body></html>","source":"lsy1636160223908","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马云高调回国,阿里极速转舵</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马云高调回国,阿里极速转舵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 21:25 北京时间 <a href=https://www.tmtpost.com/6466956.html><strong>价值研究所</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>洞中方七日,世上已千年。3月26日,有博主发文称在杭州偶遇马云,与其同行的还有阿里现任掌门人张勇和资深副总裁邵晓峰。次日,云谷教育官方证实,马云在3月27日到访云谷学校,大谈技术变革对教育业带来的挑战与机遇。这些消息意味着,“神隐”三年多的马云真的回来了。与此同时,阿里巴巴也迎来了新一轮巨变:市场消息指出,阿里将重组为六个主要业务部门,张勇继续掌管阿里云。此外,阿里有意让各大部门在准备就绪时进行...</p>\n\n<a href=\"https://www.tmtpost.com/6466956.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/137b7142629bbcf808ebb45b609a06df","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4502":"阿里概念","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1586":"云计算","BK4504":"桥水持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1142":"互联网与直销零售"},"source_url":"https://www.tmtpost.com/6466956.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199473346","content_text":"洞中方七日,世上已千年。3月26日,有博主发文称在杭州偶遇马云,与其同行的还有阿里现任掌门人张勇和资深副总裁邵晓峰。次日,云谷教育官方证实,马云在3月27日到访云谷学校,大谈技术变革对教育业带来的挑战与机遇。这些消息意味着,“神隐”三年多的马云真的回来了。与此同时,阿里巴巴也迎来了新一轮巨变:市场消息指出,阿里将重组为六个主要业务部门,张勇继续掌管阿里云。此外,阿里有意让各大部门在准备就绪时进行融资和IPO。在外界看来,马云归国有些突然,却也不乏预兆:阿里股价一度跌回七年前,各项业务均遭遇严峻挑战,需要这位创始人回来鼓舞士气;不久前,蚂蚁集团整改结束,阿里内部调动频发,也颇有山雨欲来风满楼的征兆。当然,马云回归管理一线的可能性并不大,凭其一己之力也很难解决阿里所有问题。但马云回归和阿里组织架构嬗变时间节点重合,表明阿里意识到了求变的必要性。大象转身并不容易。“后马云时代”的阿里,需要重整旗鼓再出发。阿里之变:重组六大部门,核心业务寻找确定性马云隐退这些年,阿里有一些改变是可以量化的:比如财报上的业绩,股市里的价值。对比的范围不用放太广:2021年9月30日马云彻底退出董事局那一天,阿里股价收涨逾6%,收盘市值为7954亿美元;而在马云回归这天,阿里美股收盘市值仅约为2200亿美元。去年10月的中概股低潮期,其股价一度跌回2014年上市时的水平,市值只剩1800亿美元。同一时期,阿里业绩也进入慢增长时代。2022财年第三财季至今,阿里营收同比增速已连续五个季度徘徊在个位数,2023财年一季度甚至出现0.1%的负增长。从分项业务来看,淘宝、天猫为核心的电商业务降速明显,甚至被视为全厂希望的阿里云,最新营收增速也降至3%。在旁人看来,即便马云远离阿里日常管理多年,他的行事作风也早已融入阿里的经营理念中,推动这艘巨轮继续向前。马云的抽身离去和阿里的业绩下滑同时发生,则让阿里奉行多年的管理文化和发展战略遭受严峻考验。然而,在旁人不易察觉的地方,在阿里组织内部,一些变化已悄然发生。价值研究所(ID:jiazhiyanjiusuo)认为,“后马云时代”阿里从一心求增长转变为寻找更多确定性——通过频繁的调整梳理出最核心的业务,进一步明确各条业务线的定位和目标。2021年底,张勇对阿里管理层进行了一轮深度调整:在CEO和事业群总裁中间分设四大分管大总裁,直接向张勇本人汇报。张勇则从日常事务中抽身,把更多精力花在集团长期战略思考、创新业务探索中。这四位大总裁包括中国数字商业部门的戴珊,海外数字商业部门的蒋凡,本地生活服务部门的俞永福和阿里云的张建锋,成为张勇之下阿里最具权势的业务掌舵人。直到不久前阿里云高层剧变,张勇亲自接管,张建锋退居二线。2022财年四季度,阿里还在财报中重新梳理各条业务线。原本的“商业经营”收入拆分到中国商业、国际商业、本地生活和菜鸟四个板块,和云计算、数字媒体及娱乐、创新业务和其他一起重构阿里的营收结构。过去一年,阿里的一系列调整也都离不开中国商业、海外数字商业、本地生活和云计算这四条主线。这四项主要业务,也有不同的任务:电商是阿里的基本盘,以稳为主,目标是保住当前优势;海外业务处于投入期,暂时无法贡献太多营收和利润,以争夺市场份额为使命;阿里云是集团当前最强劲的增长点,将肩负更重的创收任务;本地生活则是最庞杂、管理难度最大的业务,当前应以精简、合并业务线为主。如今时隔一年再次重整组织架构,也间接表明阿里对部分团队的表现并不满意,继续在内部做手术。张勇在内部信中指出,阿里全新六大业务集团包括阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱,另外还有多家业务公司,组成1(阿里巴巴集团)+6(六大核心业务集团)+N的组织架构。这套新组织架构中,预计中国商业、国际数字商业、本地生活和阿里云这四项业务仍将占据重要地位。独立融资和IPO,则意味着阿里需要贯彻降本增效的原则、控制投入,通过引入外部资金发展优质项目。新一轮调整过后,阿里有望厘清内部管理、权责划分上的各种难题,驱动巨轮重新出港。用张勇的话来说,这将重新定义和构造阿里各业务的治理关系,堪称“成立24年来最重要的一次组织变革”。但迎面而来的风浪,还是让阿里不敢掉以轻心。市场之变:拼多多抖音崛起,美团已成无法逾越的大山除了自身发展瓶颈,阿里业务上很大一部分压力还来自竞争对手。上文提及的四大核心业务中,只有云计算保持巨大领先优势,但自身增速也在放缓;阿里淘系电商仍是行业老大,不过拼多多、抖音正快速崛起,彼此的差距逐渐缩小;本地生活服务方面,美团已对饿了么形成碾压之势,并在即时零售赛道和京东杀得兴起,阿里则被日渐边缘化。首先看张勇亲自挂帅的阿里云。Gartner的报告指出,阿里云市场份额长期排名中国和亚太地区第一、全球前五,优势还很明显。对阿里云来说,增速下滑和经济大环境下行、企业支出减少直接相关。放眼未来,其国内市场的挑战则主要来自老对手腾讯,还有借AI和文心一言试图弯道超车的百度。马化腾在去年年底那段震惊全行的内部批判中为腾讯云指明日后路线:不做集成产品,要做自研、优质产品。而在更早之前,腾讯云已经将重心从IaaS基础云向毛利更高的PaaS和SaaS迁移,主要面向政务、制造业、文旅业、地产业的大客户开发产品和服务。百度这边,ChatGPT兴起给智能云提供新机遇,给其带来了难得的上位机会。数据显示,在发布短短四天内,文心一言的API调用服务测试申请企业已经超过10万家,共有21家企业和百度签署合作协议。3月27日,百度智能云还召开了面向首批邀约测试企业的闭门沟通会。据悉,百度智能云推出的文心千帆大模型平台向企业提供数据管理、自动化模型定制微调和推理服务云端部署等服务,且定价相当良心。ChatGPT和AI技术对云计算的颠覆有目共睹,阿里也在加码大模型技术,希望在最短的时间内搭上ChatGPT这个风口。总而言之,未来一段时间阿里云和腾讯云、百度智能云的近身肉搏将愈发明显。云计算存量之争,渐趋白热化。其次看电商方面。早在2022年三季度,拼多多有望超过京东跻身中国电商行业第二把交椅的猜测就不绝于耳。从最终的成绩看,“猫狗多”三强坐席确实已发生变化,拼多多正取代京东成为阿里最大竞争对手。根据财报中的中国商业客户管理收入推算,2022年(以自然年计算)阿里中国零售业务GMV大概在8万亿左右。拼多多、京东虽然也没有公布GMV,但从营收和佣金等收入中不难推断,前者2022年GMV大概达到4.7万亿,已超过阿里的一半。另一个需要警惕的对手,是抖音。抖音从未对外公开电商GMV、DAU等数据,但增长速度有目共睹。尤其是在去年下半年发力货架电商后,泛商城GMV占比已稳定在30%左右,相当于杀入了“猫狗多”的心脏地带。阿里现在亟需做好防御,维持商家、供应链方面的优势。第三看本地生活,也是阿里当下竞争最激烈的一项业务。在即时配送、同城零售和到店等业务上,美团、京东优势明显。财报显示,美团去年核心本地生商业收入1607.59亿元,同比大涨17.6%,经营利润则同比激增56.8%至295.02亿元。过去一年,美团、京东先后发力同城零售,饿了么的市场份额日渐萎缩,到店业务还在近日正式并入高德。对于阿里本地生活来说,现在虽然确立了高德这个核心,围绕出行场景进行一系列新实验,但能否见效尚需时间检验。在美团、京东投入加大的情况下,阿里本地生活的守势预计将持续一段时间。总的来说,阿里电商、云计算和本地生活三大业务都面临激烈的外部竞争。尤其是并未做到行业霸主位置的本地生活,压力日渐增长,俞永福需要付出比张勇、戴珊更多的精力扭转颓势。当然,一切皆有例外:蒋凡掌舵的海外数字商业业务就尚未感受到竞争对手的严峻挑战。相反,这些年中国企业出海热潮涌动,政策环境也变得更加友好,阿里海外业务算是尝到了红利。但问题在于,海外业务还不够赚钱。财报显示,截止去年四季度阿里国际商业板块的营收占比约为8%,但经营亏损高达16.6亿元。对阿里来说,海外数字商业是一个值得期待的新增长点,只是现在还无法独自挑起重担。或许正因阿里处于内外交困之际,不少网友、媒体对马云的回归报以极高期望:马老师会不会重返管理一线整顿职场,带领阿里再次杀出一条血路?马云回来了,然后呢?马云怎么想不知道,资本市场反正是很激动。3月27日午后,阿里概念股应声大涨,多只个股飘红。其中,创业黑马、光云科技涨幅居前,日内涨幅最高达15%和13%。气氛已经烘托到这种地步了,马云不干点什么,似乎都对不起热情的投资者?和张勇会面,是不是意味着马云真的要重新接管阿里日常事务了?在价值研究所看来,这些想法有些想当然了。马云回国、会见张勇不假,但并不意味着他要重返一线。一方面,阿里刚完成组织架构调整,内部变化巨大,不少业务线和员工都需要时间重新适应。频繁变化并非好事,既然已经找准方向,阿里现在也不需要重新规划路线,张勇、戴珊、蒋凡等职业经纪人足以胜任当前工作。另一方面,马云虽远离管理岗位许久,对阿里的控制并未削弱。根据阿里现行的合伙人制度,董事会的董事大多数由合伙人会提名,马云和蔡崇信是仅有的两位永久合伙人。在此背景下,是否重返董事局并没有那么重要,除非阿里已经到了非马云会朝救驾不可的地步。从回国后的动态也能看出,马云并未参与和阿里直接相关的活动或事务。3月27日这天马云行程满满,对教育事业一如既往的上心——走访云谷学校,就是其最重要的活动。按照云谷教育官微的介绍,马云当天不仅把校园逛了个遍,还在教室外观察一年级学生的上课情况、和校园长及学校其他管理人员深入交流。双方的议题,则围绕近期大热的ChatGPT进行。不出所料,马云归来马上就爆出新的金句:“人的体力、脑力比不过机器,但机器只有‘芯’,人有‘心’。”在马云眼里,ChatGPT只是AI时代的开始,但“我们要用人工智能去解决问题,而不是被人工智能控制”。在相关消息登上微博热搜后,不少网友打趣:马老师果然还没有放弃教育梦,一回来就忙着给年轻人输出新观点。事实上,马云仍走在时代的前沿,保持对新鲜事物和技术的敏感。对马云来说,比起重掌阿里帅印,探索前沿技术和新项目或许更符合其价值取向。最近一段时间,从美团联合创始人王慧文到前搜狗CEO王小川,再到字节、京东甚至阿里的技术大咖,纷纷投身大模型创业赛道,立志建设属于中国的openAI。向来热衷寻求新考验的马云不一定会加入这个行列,但肯定不会停止对ChatGPT等新事物的探索。而对于阿里来说,属于马云的时代终究是过去了。之后的路再难走,也只能靠自己走下去。写在最后从去年年底开始,曾经和马云一同隐退的老对手们也纷纷归位:刘强东亲自下场掀起新一轮电商价格战,马化腾借内部训话重新抡起高压棒。刘强东和马化腾发功后,京东、腾讯的改变也是有目共睹。上周刚发布的财报显示,腾讯四季度归母净利润达到297亿元,同比增长19.4%,是近五个季度最高增幅,1450亿元的总营收也超过市场预期。马云归国,对于逆境中的阿里来说也如同一剂强心针。即便早已从日常事务中抽身,马云作为阿里乃至整个中国互联网业的图腾,依然能起到鼓舞人心的作用——放眼整个行业,创一代们的影响力远非职业经纪人们可以媲美。但在具体事务上,我们不应该对马云寄予太多额外期望。回归、组织架构调整都只是前奏。属于马云和阿里的故事,相信很快便会翻开新的篇章。","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"la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